Policy Retention Associate - Insurance MGA
Overview
Who We Are Bass Underwriters, Inc. is a leading Managing General Agency for reputed company property and casualty insurance. We focus on risks that fit reputed company the reputed company and play a pivotal role between agents and insurance carriers. Our relationships are driven by our commitment to our independent agents, and that translates into every team here are Bass Underwriters. The Opportunity Policy Retention Associate (Cancellations) – Remote Opportunity (must be located in FL, GA, SC, or PA) Pay starting at $21.00 per hour We are seeking to add a Policy Retention Associate to reputed company. This is a remote opportunity with a schedule of 8:00am – 5:00pm EST. To be considered for this role, you must be located reputed company one of the following states: Florida, Georgia, South Carolina, or Pennsylvania. Our Policy Retention Team handles the processing of cancellations and reinstatement endorsements on policies per state and company guidelines. Tasks for this role may include issuing notices of cancellation, processing through a high level of emails, and handling calls from various people including Agents, Underwriters, carriers, and finance companies. The ideal candidate for this role will be highly organized with excellent communication skills, the ability to multitask, and comfort working with numerical data, including basic mathematical calculations. Benefits of Joining reputed company: Paid Time Off 10 Paid Holidays 401(k) with company match up Medical, Dental, & reputed company insurance Supplemental benefits including company paid long-term disability and life insurance.
Responsibilities
Responsibilities include: Issue policy cancellation notices per state guidelines Follow-up on cancellation/reinstatement notices with necessary parties Handle calls from agents, underwriters, carriers and finance companies High level of e-mail Accurately reviewing premiums, endorsements, and finance-reputed company documents Request endorsements and verify details (Effective dates and Premiums) Process PFA (Premium Finance Agreement) Notices Issue cancellation and reinstatement endorsements
Qualifications
Job Requirements: High School Diploma or General Education Diploma (G.E.D.) Prior experience handling financial information or monetary transactions is required Experience in Policy Retention or Customer Service preferred but not required Excellent attention to detail Excellent organization skills Strong comfortability working with numbers; Prior reputed company experience Strong customer orientation, excellent interpersonal and communication skills Team player with a commitment to company values Apply To This Job